Klingman & Associates’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Klingman & Associates’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,321	Closed	-$219K	–	179
2021 Q1	$219K	Sell	8,321 -1,178	-12%	-$31.1K	0.02%	154
2020 Q4	$250K	Hold	9,499	–	–	0.03%	136
2020 Q3	$252K	Hold	9,499	–	–	0.03%	125
2020 Q2	$251K	Sell	9,499 -660	-6%	-$17.3K	0.04%	111
2020 Q1	$264K	Buy	10,159 +700	+7%	+$18.3K	0.05%	102
2019 Q4	$247K	Sell	9,459 -1,700	-15%	-$44.5K	0.04%	121
2019 Q3	$292K	Buy	11,159 +300	+3%	+$7.86K	0.05%	98
2019 Q2	$284K	Buy	10,859 +19	+0.2%	+$493	0.05%	98
2019 Q1	$281K	Buy	10,840 +2,845	+36%	+$73.4K	0.05%	100
2018 Q4	$205K	Buy	+7,995	New	+$203K	0.05%	103

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Klingman & Associates's IBMK Position: Q2 2021 in Review

Klingman & Associates sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2021, closing a stake of 8,321 shares — an estimated $219K sold.

Klingman & Associates first reported a position in IBMK in Q4 2018 and held it in 10 quarters. The position peaked at $292K in Q3 2019. 149 funds tracked by Wall St. Rank hold IBMK as of Q2 2021.

Klingman & Associates reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Klingman & Associates sold 8,321 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2021, an estimated $219K.
Klingman & Associates first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 10 quarters.
Klingman & Associates's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $292K in Q3 2019.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2021.

Based on Klingman & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.